William is the Senior Vice President Portfolio Manager at our Rochester, NY location.

William A. Shaheen

Senior VP - PortfolioManager

William has a BS in Business Administration with a concentration in Finance and Marketing from St. John Fisher College. He has five years of experience in the financial services industry, with years of prior background. He has an extensive background in business start-ups, and entrepreneurial experience; including charitable start-ups as well. He places a large emphasis on giving back, and helping others. He has been a member of several charitable organizations, mainly in animal welfare working hand-in-hand with the ASPCA.